STVN vs. IAU
STVN (Stevanato Group S.p.A.) is a stock, while IAU (iShares Gold Trust) is Gold fund tracking the LBMA Gold Price. Over the past 3 years, STVN returned -14.61%/yr vs 28.26%/yr for IAU. At a 0.06 correlation, their price movements are largely independent.
Performance
STVN vs. IAU - Performance Comparison
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Returns By Period
In the year-to-date period, STVN achieves a -2.28% return, which is significantly higher than IAU's -4.82% return.
STVN
- 1D
- -0.81%
- 1M
- 14.70%
- 6M
- -6.64%
- YTD
- -2.28%
- 1Y
- -22.01%
- 3Y*
- -14.61%
- 5Y*
- —
- 10Y*
- —
IAU
- 1D
- -0.32%
- 1M
- -2.44%
- 6M
- -8.99%
- YTD
- -4.82%
- 1Y
- 22.05%
- 3Y*
- 28.26%
- 5Y*
- 17.54%
- 10Y*
- 11.64%
STVN vs. IAU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
STVN Stevanato Group S.p.A. | -2.28% | -7.41% | -19.92% | 52.18% | -19.66% | 34.83% |
IAU iShares Gold Trust | -4.82% | 63.95% | 26.85% | 12.84% | -0.63% | 0.00% |
Correlation
The correlation between STVN and IAU is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2021 | 0.06 |
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Return for Risk
STVN vs. IAU — Risk / Return Rank
STVN
IAU
STVN vs. IAU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stevanato Group S.p.A. (STVN) and iShares Gold Trust (IAU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STVN | IAU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.18 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 0.89 | -1.36 |
| Martin ratioReturn relative to average drawdown | -0.78 | 2.21 | -3.00 |
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Drawdowns
STVN vs. IAU - Drawdown Comparison
The maximum STVN drawdown since its inception was -61.94%, which is greater than IAU's maximum drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for STVN and IAU.
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Drawdown Indicators
| STVN | IAU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.94% | -45.14% | -16.80% |
Max Drawdown (1Y)Largest decline over 1 year | -51.95% | -26.17% | -25.78% |
Max Drawdown (3Y)Largest decline over 3 years | -61.94% | -26.17% | -35.77% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.17% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.17% | — |
Current DrawdownCurrent decline from peak | -44.29% | -23.93% | -20.36% |
Average DrawdownAverage peak-to-trough decline | -31.42% | -15.99% | -15.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.96% | 10.54% | +20.42% |
Volatility
STVN vs. IAU - Volatility Comparison
Stevanato Group S.p.A. (STVN) has a higher volatility of 13.20% compared to iShares Gold Trust (IAU) at 8.21%. This indicates that STVN's price experiences larger fluctuations and is considered to be riskier than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STVN | IAU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.20% | 8.21% | +4.99% |
Volatility (6M)Calculated over the trailing 6-month period | 37.21% | 23.89% | +13.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.24% | 27.58% | +22.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.84% | 18.28% | +32.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.84% | 16.03% | +34.81% |
Dividends
STVN vs. IAU - Dividend Comparison
STVN's dividend yield for the trailing twelve months is around 0.32%, while IAU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STVN Stevanato Group S.p.A. | 0.32% | 0.31% | 0.27% | 0.21% | 0.30% |
Frequently Asked Questions
STVN and IAU have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STVN has higher volatility (13.20%) compared to IAU (8.21%). In terms of maximum drawdown, STVN dropped -61.94% vs IAU's -45.14%.
IAU currently has the higher Sharpe Ratio (0.85 vs -0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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